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iShares Russell 2000 ETF

2,247 hedge funds and large institutions have $65.2B invested in iShares Russell 2000 ETF in 2024 Q3 according to their latest regulatory filings, with 220 funds opening new positions, 889 increasing their positions, 780 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 103

18% more funds holding in top 10

Funds holding in top 10: 157185 (+28)

14% more repeat investments, than reductions

Existing positions increased: 889 | Existing positions reduced: 780

12% more capital invested

Capital invested by funds: $58B → $65.2B (+$7.2B)

4% more funds holding

Funds holding: 2,1562,247 (+91)

2.44% less ownership

Funds ownership: 97.09%94.65% (-2.4%)

55% less call options, than puts

Call options by funds: $57.2B | Put options by funds: $128B

Holders
2,247
Holders Change
+91
Holders Change %
+4.22%
% of All Funds
32.26%
Holding in Top 10
185
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+17.83%
% of All Funds
2.66%
New
220
Increased
889
Reduced
780
Closed
103
Calls
$57.2B
Puts
$128B
Net Calls
-$70.8B
Net Calls Change
-$39.7B
Name Holding Trade Value Shares
Change
Change in
Stake
ITB
326
Idaho Trust Bank
Idaho
$11.1M +$161K +751 +2%
SPW
327
Surience Private Wealth
Washington
$11.1M +$5.18M +24,222 +93%
MAM
328
McLean Asset Management
Virginia
$11.1M -$48.4K -226 -0.4%
AGWCA
329
Annis Gardner Whiting Capital Advisors
Florida
$11.1M +$406K +1,897 +4%
GJL
330
Gendell Jeffrey L
$11M -$67.4M -314,895 -86%
MA
331
MCF Advisors
Kentucky
$11M -$191K -893 -2%
CVA
332
Central Valley Advisors
California
$11M +$554K +2,591 +5%
Walleye Trading
333
Walleye Trading
New York
$10.9M -$34.7M -162,160 -77%
P
334
&Partners
Tennessee
$10.8M +$4.47M +20,882 +75%
FBB
335
Fulton Breakefield Broenniman
Maryland
$10.7M -$474K -2,213 -4%
BCV
336
Banque Cantonale Vaudoise
Switzerland
$10.7M +$6.52M +30,490 +172%
ST
337
Smithfield Trust
Pennsylvania
$10.6M -$60.8K -284 -0.6%
WHCFA
338
William Howard & Co Financial Advisors
Tennessee
$10.5M +$60.3K +282 +0.6%
RJT
339
Raymond James Trust
Florida
$10.4M -$19.9K -93 -0.2%
AL
340
Aspiriant LLC
California
$10.3M +$421K +1,968 +4%
EWA
341
EP Wealth Advisors
California
$10.3M +$842K +3,934 +9%
AFG
342
Atomi Financial Group
New York
$10.3M +$639K +2,986 +7%
SCM
343
Shapiro Capital Management
Georgia
$10.2M +$7.91M +36,961 +409%
LCOV
344
London Company of Virginia
Virginia
$10.2M -$4.72M -22,043 -32%
RP
345
Raelipskie Partnership
Ontario, Canada
$9.97M +$138K +645 +1%
TC
346
TAP Consulting
Missouri
$9.95M -$47.1K -220 -0.5%
CFO
347
Capitol Family Office
Oregon
$9.95M +$50.1K +234 +0.5%
DIP
348
DT Investment Partners
Pennsylvania
$9.94M +$19.9K +93 +0.2%
DWP
349
Daymark Wealth Partners
Ohio
$9.93M +$52.9K +247 +0.6%
NL
350
NEPC LLC
Massachusetts
$9.89M +$1.17M +5,465 +14%

IWM Hedge Fund Activity: Q3 2024 in Review

2,247 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q3 2024, worth a combined $65.2B — up 12% from $58B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new IWM positions and 103 closed out — a net gain of 117 holders — while 889 added to existing stakes and 780 trimmed.

The largest buyer was Bank of America, adding an estimated $1.33B. The largest seller was Wells Fargo, cutting an estimated $567M.

  • 2,247 institutional investors held iShares Russell 2000 ETF (IWM) as of Q3 2024, up from 2,156 in Q2 2024.
  • Funds reported $65.2B of iShares Russell 2000 ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 220 funds opened new iShares Russell 2000 ETF positions in Q3 2024 and 103 closed out, a net change of +117 holders.
  • The largest iShares Russell 2000 ETF buyer in Q3 2024 was Bank of America, an estimated $1.33B added.
  • The largest iShares Russell 2000 ETF seller in Q3 2024 was Wells Fargo, an estimated $567M sold.

Based on aggregated 13F filings for Q3 2024.